More accurately report your institution’s fundraising efforts under FASB accounting standards. Agenda Understanding the intricacies of: IRS regulations CASE gift reporting and the legacy of old-style fund accounting Financial accounting Changes to gifts from a previous period Gift posting process (gift feed) Addressing difficult topics Restricted gift income Deferred gifts (CRATs, CGAs, and CRUTS) In-Kind […]
Gain a better understanding of what data and reports you need to ensure that your donor relations efforts are targeted and successful. You will learn about the essential reports that every donor relations professional should have access to and understand fluently. You will also gain insight into how to leverage those reports to enhance your […]
Learn how to balance students’ First Amendment rights with your institutional interest in maintaining a productive educational environment. Through case studies from real-life examples, you will get expert tips on how to effectively and appropriately address student activism in classrooms, on campus grounds, on social media, off campus, and more. Understanding the legal standards governing […]
Experienced academic and administrative employees are the pillars for many institutions in higher education. However, with many faculty and staff members working well into their 60’s and 70’s, administrators face the challenge of supporting an aging workforce while having the appropriate policies and procedures in place. Learn how to better balance the interests of your […]
This online training will give you strategies for engaging faculty and staff to help international students build the skills that are essential for their academic success. You will gain ideas for providing targeted co-curricular academic literacy support to help students perform better in the classroom. You will learn how to: Identify barriers to students developing their […]
Outsourcing campus services can be an appealing option for institutions looking to improve campus services while reducing costs. However, many institutions struggle to structure and negotiate these contracts in a way that serves both short- and long-term service goals. Successful outsourcing contracts balance institutional expectations with service provider interests, especially when: Articulating project scope and […]
This online training will prepare you to design a learning commons that helps you achieve your programmatic goals. You will leave with: Programmatic considerations for implementing learning commons on campus The ability to connect programming goals to learning commons design choices Many examples of finished learning commons spaces to aid your own design Our expert […]
Discuss relevant scenarios and practical tips to better understand how FERPA applies to the everyday work of faculty. Agenda An Overview of the FERPA Framework What Is, and Is Not, an “Education Record”? Exams and papers Grades Transcripts Recommendation letters Advising records Teaching assistant personnel records Personal notes When, and to Whom, May “Education Records” […]
Many institutions have adopted prior learning assessment (PLA) as a way to retain and graduate more students. Through PLA, students gain college-level credit for knowledge and skills learned from nontraditional sources such as work and life experiences. The challenge for institutions is assessing students’ mastery of a subject and determining how to award credit on […]
Agenda Learn the fundamentals of strategic enterprise risk management (ERM). This online training is a great opportunity for your entire team to learn how ERM can help your institution holistically assess and manage risk. We will cover: Successes, failures, and lessons learned about ERM How ERM can benefit you with accreditors, regulators, bond agencies, and […]
Frontline fundraisers typically have strong relationships with donors. However, many are not sufficiently trained on stewardship techniques, and they focus primarily on solicitation. By utilizing proven stewardship techniques, your frontline fundraisers can improve donor engagement, retention, and giving. Join us online to learn how to integrate sound donor relations practices throughout the entire solicitation cycle. […]
This online training will help you execute programming that both prepares your students for life after graduation and builds connections with your alumni or advancement office. We will highlight Indiana University’s innovative “Life After IU” transition programming that successfully prepares students for professional life while building affinity for the institution. During this training we will […]
Commencement is a largely untapped opportunity to steward students, officially welcome them to the alumni community, and culminate their student philanthropy efforts. It can also be difficult to gain a presence with an event that is steeped in institutional history and tradition. In this webcast, our expert instructor will guide you through: Incorporating commencement activities […]
This webcast will show you how you can use a Net Promoter® question on your alumni surveys to determine which investments bring your alumni closer to and more connected with your university. By adding one question to your existing alumni surveys, you can: Move beyond measuring engagement by attendance Resource programming that meets the needs […]
Affinity-based programming can increase alumni engagement, attendance at reunions and events, and giving. During this webcast, our expert instructor will show you a model for segmenting your alumni populations based on alumni interests that can work in tandem with your existing programming and solicitations. Join us online to learn how you can identify and form […]
You need to update processes for veteran students; what are you missing? Agenda Breaking Down Section 702 Interpreting the Choice Act Application of state laws Formalizing Procedures for Compliance Managing possible exceptions Updating data coding for student veterans Identifying verbiage to define the changes in your policies, procedures, processes, published information, and websites Next Steps […]
Are you ready to file your VSE report? Prior to the webcast please watch these two pre-webcast recordings that cover the fundamentals of CASE and VSE reporting, including: Separating reporting standards from donor recognition practices Contrasting the VSE and the campaign survey CASE standards vs. IRS rules: similarities and differences If you or your colleagues […]
Student donors are three times more likely to give after graduation. Agenda Institutional Context and Programs Background Student Foundation Organizational structure Lifecycle of a gift Development of gifts Investment Allocations Campus impact Student Alumni Association Organizational structure Philanthropy Alumni connection programming Spirit, tradition, and pride events How Programs Intersect, Looking Ahead and Takeaways for Your Institution
Many student affairs leaders have executed small fundraising efforts; very few have a strategic plan to gain support that can sustain or grow critical initiatives. Join us online to explore a proven model for developing a systematized fundraising operation for your student affairs division. You will leave with considerations for: Identifying fundraising priorities Structuring your […]
Whether you are about to enter your first negotiation or are renegotiating a collective bargaining agreement (CBA) for your adjunct faculty, you need to have a defined plan as you enter talks. This webcast will share how to begin the bargaining process, best practices during your negotiations, and next steps as you enter negotiations on […]
